Accountant Tax Consultation
Qualify tax return enquiries and book a discovery call with the right specialist.
What this form collects
Accountant Tax Consultation
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Tax consultation enquiries split between PAYG individuals (relatively simple), small business (more complex), and investors with multiple income streams (full-time work). Charging the same intake form to all three is a mistake — busy accountants need to triage by complexity. This template asks the situation first, branches into the right qualifying questions, and books the consult with the right accountant for the case.
Why accounting firms need complexity triage
An individual PAYG return is a 30-minute appointment for $200. A small business with payroll, BAS, and asset write-offs is a multi-hour engagement worth thousands. Treating both as 'tax help' enquiries leads to mis-priced bookings and mis-allocated accountant time.
Asking the situation first — employed, self-employed, business owner, investor — and branching the qualifying questions accordingly means the firm books the right accountant, the right slot length, and the right fee from the first interaction.
What the tax consultation enquiry form does
Situation-driven branching
PAYG, sole trader, partnership, company, SMSF, or rental property investor — each path asks the right qualifying questions for the case complexity.
Multiple income streams captured
Investors with rental properties, share portfolios, crypto holdings, and trust distributions get a different intake than salary-only earners. The firm sees the real picture.
Consult booking with right accountant
Senior accountants handle complex cases; less complex cases route to associates or junior staff. Fee structure is presented up front so there are no surprises.
Best for
Accounting firms, sole-practitioner accountants, tax specialists, SMSF accountants, business advisors, and bookkeeping firms expanding into advisory work.
Common questions accountants ask
Will it integrate with Xero, MYOB, or Karbon?
Yes — leads and client info sync with practice management and ledger software, including Karbon, FYI Docs, and Suite Files.
How does it handle annual vs ongoing engagements?
Service type at the start determines whether the lead is once-off (return preparation) or ongoing (bookkeeping, advisory). Different fee disclosures and onboarding flows apply.
What about ATO compliance and PI considerations?
Standard disclaimers and engagement letter previews can be presented in the chat. Formal engagement letter sign-off happens after the consultation, but the chat sets up expectations.
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